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Who? Managing Partners: Gary Morrow (San Luis Obispo) and Doug McKay (San Diego) “67 Years in the Biz Combined” Independent Fiduciary Investment Advisor Reps. We work for the client and not a bank or broker dealer. What? STOCK MARKET All stock and bond market accounts...

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Market and Portfolio Review

In this week’s stock market update, we review the net long exposures of our investment strategies, the factors we are watching both over the short and long term, and what we need to see play out over the coming weeks to become more bullish.

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Fixed Indexed Annuities Beat Out Bonds

Fixed Indexed Annuities Beat Out Bonds

“I’ve always recognized you have to de-risk, and we see that bonds are not necessarily the way to go today because the yields are so low,” Ibbotson said. “It’s pretty hard to have a falling rate environment today, when yields are below 3 percent on bonds.”

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Market & Portfolio Review

In this week’s stock market review, we are going to summarize the actions of the Federal Reserve interest rate decision this past Wednesday and what we think is the likely impact on inflation, interest rates, and the stock market between now and the end of the year.

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